Baltic dry index - 3292

 Related stock: Sembcorp Marine, Cosco & Pan ocean

US rig count (weekly) - 488

 Related stock: Sembcorp Marine & Cosco.

Sasseur - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
05/15/20	UOB Kay Hian	Sasseur	0.72	0.96	Buy	DDM
06/03/20	DBS Vickers	Sasseur	0.8	0.8	Buy
06/11/20	Amfrasers	Sasseur	0.795	0.89	Outperform	DDM
08/17/20	UOB Kay Hian	Sasseur	0.775	0.99	Buy	DDM
08/18/20	CIMB	Sasseur	0.78	0.84	Add
10/12/20	Amfrasers	Sasseur	0.785	0.89	Outperform
11/16/20	DBS Vickers	Sasseur	0.795	0.9	Buy	DCF
11/19/20	CIMB	Sasseur	0.795	0.845	Add
11/19/20	Kim Eng	Sasseur	0.795	1	Buy
11/19/20	Amfrasers	Sasseur	0.795	0.89	Outperform	DDM
03/01/21	Kim Eng	Sasseur	0.84	1.05	Buy	DDM
03/02/21	CIMB	Sasseur	0.86	0.909	Add
06/14/21	DBS Vickers	Sasseur	0.925	1.1	Buy	DCF

Sarine - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
05/06/21	Amfrasers	Sarine	0.565	0.49	Underperform	PER25x FY22
05/07/21	Amfrasers	Sarine	0.575	0.65	Buy	PER25x FY22
05/14/21	Amfrasers	Sarine	0.57	0.82	Outperform
05/31/21	Kim Eng	Sarine	0.605	0.7	Buy	DCF, PER14.4x FY22

Sanli - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
07/29/21	SAC Capital	Sanli	0.148	0.249	Buy	EV/Ebitda14.3x, PER10.8x FY22/23

Stock calls for 30 July 2021

Date	Analyst	Company	Last	Target	Call	Valuation
07/30/21	Phillip	ART	1.03	1.19	Buy	DDM
07/30/21	OCBC	CapitaRetail China	1.38	1.56	Buy
07/30/21	DMG & Partners	Dairy Farm	3.98	4.42	Buy
07/30/21	DMG & Partners	Fu Yu	0.29	0.37	Buy
07/30/21	Lim & Tan	Hongkong Land	4.57	6.03	Buy
07/30/21	UOB Kay Hian	Keppel Corp	5.39	6.48	Buy	Sum of parts
07/30/21	CIMB	Keppel Corp	5.39	6.9	Add
07/30/21	Lim & Tan	Keppel Corp	5.39	0	Buy
07/30/21	DMG & Partners	Keppel Pacific	0.785	0.9	Buy
07/30/21	SAC Capital	Koda	0.86	1.02	Hold
07/30/21	UOB Kay Hian	Mapletree Industrial	2.98	3.63	Buy	DDM
07/30/21	CIMB	Sembcorp Marine	0.108	0.093	Hold
07/30/21	UOB Kay Hian	Sembcorp Marine	0.108	0.124	Hold	PB0.51x
07/30/21	CIMB	SIA	5.18	5.54	Add
07/30/21	DMG & Partners	Venture	19.11	20.7	Buy
07/30/21	DMG & Partners	Wilmar	4.38	5.75	Buy

Samudera - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
04/05/21	Lim & Tan	Samudera	0.28	0.49	Buy	PB1x FY21
07/29/21	Lim & Tan	Samudera	0.425	0	Hold

Sabana - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
07/17/20	DBS Vickers	Sabana	0.36	0.4	Buy	PB0.94x ESR-Reit
01/22/21	Lim & Tan	Sabana	0.375	0	Accumulate
01/25/21	DBS Vickers	Sabana	0.395	0.45	Buy	DCF
07/23/21	DBS Vickers	Sabana	0.44	0.49	Buy